Dynamic Advisor Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Dynamic Advisor Solutions’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	10,049 -77,673	-89%	-$3.31M	0.01%	723
2026 Q1	$3.58M	Buy	87,722 +4,929	+6%	+$218K	0.11%	201
2025 Q4	$3.83M	Buy	82,793 +9,919	+14%	+$454K	0.12%	183
2025 Q3	$3.22M	Buy	72,874 +5,470	+8%	+$248K	0.09%	227
2025 Q2	$3.2M	Buy	67,404 +60,567	+886%	+$2.75M	0.1%	223
2025 Q1	$299K	Buy	+6,837	New	+$293K	0.01%	709
2024 Q4	–	Sell	-4,464	Closed	-$225K	–	707
2024 Q3	$225K	Buy	+4,464	New	+$220K	0.01%	846

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BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return